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Smallcap
Recap Archives
March, 2005: CMGI...Nanobac Life Sciences ... SonicWALL...Cerdayne
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SanDisk...Edac technologies...Anteon...China
Expert Technology
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. . . The Cramer Effect.
Jim Cramer started off his new CNBC show Mad Money
by lighting a fire under CMGI (Nasdaq:CMGI). He praised
the new direction of the company he, like many others, has
reviled since the days of the Internet stock bust. Sure enough,
the next day share price went from 1.80 to 2.25. It has since
gone down a bit, but remains above its price before Cramer's
show. The praise was based on the fact that CMGI posted positive
operating income for the second consecutive quarter, and the
company is now in the very real business of supply chain management
as opposed to its previous "Internet incubator"
model.
. . . Have you been checked
for Nanobacteria? You might be at some point, depending
on the outcome of research from Nanobac Life Sciences (OTCBB:NNBP).
The company reports that its preliminary research has indicated
a relationship between nanobacteria and urological disorders
such as prostatitis, kidney stones, and Polycystic Kidney
Disease (PKD). The company focuses on research into the role
of nanobacteria in disease and on developing therapeutics
to treat nanobacterial infection.
. . . You see them at Starbucks
and hotel lobbies, an army of wireless entrepreneurs tapping
away at their laptops. Trouble is, their frequent use of unprotected
hotspots leave them particularly vulnerable to viruses, worms
and spyware. SonicWALL (Nasdaq: SNWL) has introduced
a wireless firewall product designed expressly for small businesses
and home offices. The TZ 150 Wireless is the first sub-$500
wireless firewall capable of scanning both wired and wireless
traffic at the gateway for viruses, spyware and application-level
attacks.
. . . The demand for better
protection for US troops in Iraq and the acquisition of
ESK Ceramics, helped Cerdayne (NasdaqNM:CRDN) more
than double its profits in the 4th quarter compared to a year
ago. For the year, sales were 112% better than last year.
The defense contractor saw orders for its ceramic armor plates
reach record levels. On March 10, Kauffman Bros. initiated
coverage on the company.
. . Consumer appetite for
digital music, photography, video and the like, has become
ravenous. This digital gluttony craves high-capacity,
high-security flash storage cards. One of the winners in this
supply and demand scenario appears to be SanDisk (NASDAQ:SNDK)
the original inventor of flash storage cards. SanDisk recently
introduced the Cruzer Titanium hi-speed flash storage drive
that it claims is virtually indestructible and designed to
physically protect the valuable data of business and power
users.
. . . Rebuilding Profits.
Two years of rebuilding efforts are paying off for EDAC
Technologies (OTC Bulletin Board: EDAC), a designer and
manufacturer for the aerospace industry. The company recently
reported its first fiscal year operating profit since 2001.
Profitability has led to its share price reaching a number
of successive 52 week highs this month.
. . . Anteon (NYSE:ANT)
continues roll. The government technology contractor was
awarded a subcontract valued at $75 million over 6 years to
support an Air Force program. Anteon will provide information
technology, military range management, strategic planning,
international support services, geographic information systems,
and homeland defense services. The company's 4th quarter profits
for 2004 nearly tripled over the same quarter the previous
year, as it added $497 million in new business orders.
. . . E-China Profits. China
Expert Technology (OTC
Bulletin Board: CXTI) saw profits soar 245% for the 4th quarter
of 2004 and increase 191% for 2004 as a whole. A good deal
of that revenue came from its participation in China's e-government
project whose goal is to establish a national electronic government
system.
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